y*****9
发帖数: 43 | 1 XOMA昨日发飙上涨14%多，XOMA是干什么的？结果发现是关于炎症性痤疮和糜烂性关节
炎等啥的，这样的BIO我历来没什么兴趣；但是在其10Q中发现了一段这样的话：
In June 2011, Novartis announced that an advisory committee of the FDA voted
in favor of the overall efficacy but not the overall safety of Ilaris®
(canakinumab), a fully-human monoclonal antibody that, like gevokizumab,
targets IL-1 beta, to treat gouty arthritis attacks in patients who cannot
obtain adequate relief with non-steroidal anti-inflammatory drugs or
colchicine. Novartis also stated that in two pivotal Phase 3 studies of
canakinumab in gouty arthritis patients, a higher percentage of patients had
adverse events with canakinumab than with the standard treatment for gouty
arthritis, and more serious adverse events were reported by patients treated
with canakinumab compared to patients receiving the standard treatment. In
August 2011, Novartis announced that the FDA had issued a Complete Response
letter requesting additional information, including clinical data to
evaluate the benefit risk profile of canakinumab in refractory gouty
arthritis patients. We have not yet determined what impact, if any, these
developments may have on the development of gevokizumab.
就是说同类药中有治疗gouty arthristis的可能（虽然未能通过FDA），这就意味着
XOMA的gevokizumab也有这种可能性治疗gouty（痛风），不由想起RDEA它也是治疗
gouty的单一药物公司，最后被32快收购（1.26B）。对药物一窍不通，只能靠历史沉淀
和药物类比这样的野鸡FA决定是否介入。因此在这样的背景下，前不久在2,46附近的价
格买入了XOMA。最后能走多远，就只能看market的了。
祝各位节日愉快！ | g****5
发帖数: 1184 | 2 Thanks yuxi969 for sharing. You are really great! | h**v
发帖数: 2010 | 3 XOMA也是XXLBASS很久前提过的好股票。
voted
;
had
gouty
【在 y*****9 的大作中提到】
: XOMA昨日发飙上涨14%多，XOMA是干什么的？结果发现是关于炎症性痤疮和糜烂性关节
: 炎等啥的，这样的BIO我历来没什么兴趣；但是在其10Q中发现了一段这样的话：
: In June 2011, Novartis announced that an advisory committee of the FDA voted
: in favor of the overall efficacy but not the overall safety of Ilaris®
: (canakinumab), a fully-human monoclonal antibody that, like gevokizumab,
: targets IL-1 beta, to treat gouty arthritis attacks in patients who cannot
: obtain adequate relief with non-steroidal anti-inflammatory drugs or
: colchicine. Novartis also stated that in two pivotal Phase 3 studies of
: canakinumab in gouty arthritis patients, a higher percentage of patients had
: adverse events with canakinumab than with the standard treatment for gouty
| K*******n
发帖数: 1466 | 4 谢谢股飞大牛！
★ 发自iPhone App: ChineseWeb 7.3 | m*******y
发帖数: 904 | 5 今天LXRX很牛. 大牛熟悉这个么?
voted
174;
had
【在 y*****9 的大作中提到】
: XOMA昨日发飙上涨14%多，XOMA是干什么的？结果发现是关于炎症性痤疮和糜烂性关节
: 炎等啥的，这样的BIO我历来没什么兴趣；但是在其10Q中发现了一段这样的话：
: In June 2011, Novartis announced that an advisory committee of the FDA voted
: in favor of the overall efficacy but not the overall safety of Ilaris®
: (canakinumab), a fully-human monoclonal antibody that, like gevokizumab,
: targets IL-1 beta, to treat gouty arthritis attacks in patients who cannot
: obtain adequate relief with non-steroidal anti-inflammatory drugs or
: colchicine. Novartis also stated that in two pivotal Phase 3 studies of
: canakinumab in gouty arthritis patients, a higher percentage of patients had
: adverse events with canakinumab than with the standard treatment for gouty
| y*****9
发帖数: 43 | 6 买了吗？
今日再度彪
【在 K*******n 的大作中提到】
: 谢谢股飞大牛！
: ★ 发自iPhone App: ChineseWeb 7.3
| p*****p
发帖数: 406 | 7 下个礼拜要横盘-突破，还是要掉头向下了，大牛？
【在 y*****9 的大作中提到】
: 买了吗？
: 今日再度彪
|
|
